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Virginia Wealth Management Group’s Sysco SYY Stock Holding History

Virginia Wealth Management Group’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,275
Closed -$811K – 68
2023
Q3 		$811K Buy
12,275
+76
+0.6% +$5.46K 0.55% 50
2023
Q2 		$905K Sell
12,199
-60
-0.5% -$4.44K 0.62% 45
2023
Q1 		$947K Buy
12,259
+49
+0.4% +$3.76K 0.65% 45
2022
Q4 		$933K Sell
12,210
-513
-4% -$41.4K 0.65% 50
2022
Q3 		$900K Sell
12,723
-3,330
-21% -$277K 0.67% 51
2022
Q2 		$1.36M Buy
16,053
+507
+3% +$42.5K 1.31% 38
2022
Q1 		$1.29M Buy
15,546
+97
+0.6% +$7.84K 1.16% 39
2021
Q4 		$1.21M Buy
+15,449
New +$1.19M 1.09% 42

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Virginia Wealth Management Group's SYY Position: Q4 2023 in Review

Virginia Wealth Management Group sold out of Sysco (SYY) in Q4 2023, closing a stake of 12,275 shares — an estimated $811K sold.

Virginia Wealth Management Group first reported a position in SYY in Q4 2021 and held it in 8 quarters. The position peaked at $1.36M in Q2 2022. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Virginia Wealth Management Group reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Virginia Wealth Management Group sold 12,275 Sysco shares in Q4 2023, an estimated $811K.
  • Virginia Wealth Management Group first reported a position in Sysco in Q4 2021 and held it in 8 quarters.
  • Virginia Wealth Management Group's Sysco position peaked at $1.36M in Q2 2022.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Virginia Wealth Management Group's 13F filing for Q4 2023, filed 9 Feb 2024.